⚠️ This feature is currently in Beta - contact your Account Manager or support@skubana.com to turn this feature on for you.
Overview
This feature is a CSV data export tool meant for large exports of historical data. Historical data exports are not the same as grid exports which are customizable exports for live data that Extensiv Order Manager already offers in the Purchase Orders Module.
Limitations of historical exports:
Not real-time data - the data available for exports can be delayed for up to 24 hours.
Each generated CSV file is available for download for 24 hours. After that period, the entry from the export grid is deleted (from the bottom half of the screen). You can always regenerate the same request later by using the filters to submit your previous request. The link to the file also expires after 24 hours.
The columns that are exported are not customizable. Instead, the export will include ALL columns available (see the list below for reference). You can edit your export once downloaded to delete/hide/rearrange columns you do not want.
The export does not include the Total Cost column found in the Items tab.
Parameters/filters to export by are limited to the destination warehouse, milestones, status, vendor, as well as created, received, and delivered date ranges.
Each row represents a purchase order item.
How to Access this Feature
Go to the Analytics Module and view the Purchase Orders subsection in the left-side panel. Then select the Historical Exports tab.
Use the available filters to narrow down your export parameters. From there, click the Generate Export button and wait while your report is generated.
You should be able to see your new request in the bottom section - when the Status column says "Succeeded", you can click the Download button in the Action column.
You should also be emailed a link to the download, which will be live for 24 hours.
Columns Available for Export for Historical Data
Row Number
Purchase Order Number
Vendor Name
Authorizer Name
Internal Notes
Date Created
Date Issued
Date Authorized
Vendor Confirm By
Currency Code
Purchase Order Status
Incoterm Shipping Rule
Payment Term
Purchase Order Format
Custom Purchase Order Number
Purchase Order Milestones
Warehouse Name
Warehouse Phone
Warehouse Phone Ext
Warehouse Address 1
Warehouse Address 2
Warehouse Address 3
Warehouse City
Warehouse State
Warehouse Zip Code
Warehouse Country
Vendor Name
Vendor Address 1
Vendor Address 2
Vendor Address 3
Vendor City
Vendor State
Vendor Zip Code
Vendor Country
Item Status
Item Buyer
Item Packaging
Item Reference Number
Item Memo
Item Quantity Ordered
Item Unit of Measure Quantity
Item Unit of Measure Name
Item Original Unit Cost
Item Discount
Item Discount Type
Item Billed Unit Cost
Item Landed Unit Cost
Item Percentage Tax
Item Delivery Stock Location
Item Est Delivery Date
Item Delivery Date
Item Billed Date
Item Payment Date
Item Received Date
Notes to Vendor
Notes from Vendor
Vendor SKU
Master SKU
UPC
Product Name
MPN
Product Description
Product Attributes
Note: For each row, refer to Item Quantity Ordered & Item Status together to understand Units Received (or any other status). Purchase Order Status will tell you the overall status for the PO, but the Item Status will tell you the specific status of the items belonging to a PO.